FundLens
23
Business CycleAvoid

Edelweiss BusIness Cycle

Edelweiss · Direct–Growth · rank #18 of 19 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
7.7%
+4.6% vs index
3 Years
5 Years
Since launch
-2.6%

Year-by-year performance

last entry = YTD
2025
-2.2%
2026
+2.6%

Why this score

Edelweiss BusIness Cycle scores 23/100 — #18 of 19 Business Cycle fund (Avoid). It stands out for 1y return — beating 64% of peers on 1y return. The main drag is its sharpe ratio (better than only 3% of peers).

Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.

Sharpe ratio-0.54 · 3rd percentile in category
Sortino ratio-0.72 · 3rd percentile in category
Alpha-3.41 · 3rd percentile in category
Volatility16.83 · 21st percentile in category
Expense ratio1.38% · 34th percentile in category
1Y return7.65% · 64th percentile in category

Top holdings

top 5 = 16.8% of portfolio
1.Laurus Labs Ltd4.19%
2.Cummins India Ltd3.64%
3.Polycab India Ltd3.46%
4.State Bank of India2.77%
5.Glenmark Pharmaceuticals Ltd2.76%

66 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Business Cycle funds